Name | Type | Rates |
---|---|---|
2-Year Shiller Barclays Global PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
2-Year Merrill Lynch RPM PTP Participation Rate |
Point to Point
Biennial
|
200%
Participation
|
2-Year Merrill Lynch RPM PTP Participation Rate |
Point to Point
Biennial
|
245%
Participation
|
2-Year WisdomTree Siegel Strategic Value PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
2-Year WisdomTree Siegel Strategic Value PTP Participation Rate |
Point to Point
Biennial
|
235%
Participation
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
42%
Participation
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
57%
Participation
|
2-Year Shiller Barclays Global PTP Participation Rate |
Point to Point
Biennial
|
235%
Participation
|
2-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
2-Year Shiller Barclays CAPE Allocator 6 PTP Participation Rate |
Point to Point
Biennial
|
235%
Participation
|
2-Year Citi Grandmaster PTP Participation Rate |
Point to Point
Biennial
|
275%
Participation
|
2-Year Citi Grandmaster PTP Participation Rate |
Point to Point
Biennial
|
335%
Participation
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 |
---|---|---|---|---|---|---|---|---|
Penalty | 10% | 9% | 8% | 7% | 6% | 5% | 4% | 3% |
Name | Inbuilt | Fee |
---|---|---|
BCA 2.0 FER Death Benefit | Yes | 0.85% annually |
BCA 8 2.0 SGO Max w/FER | No | 1.00% annually (1.40% max) |
BCA 8 2.0 Flex Growth w/FER | No | 1.00% annually |